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Steward Partners Investment Advisory’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Steward Partners Investment Advisory’s Portfolio SEIM Stock Details SEIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-481
Closed -$17.4K – 4082
2024
Q3 		$17.4K Buy
481
+81
+20% +$2.74K ﹤0.01% 2719
2024
Q2 		$13.3K Buy
+400
New +$12.7K ﹤0.01% 2699

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HPFG
Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Steward Partners Investment Advisory's SEIM Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q4 2024, closing a stake of 481 shares — an estimated $17.4K sold.

Steward Partners Investment Advisory first reported a position in SEIM in Q2 2024 and held it in 2 quarters. The position peaked at $17.4K in Q3 2024. 48 funds tracked by Wall St. Rank hold SEIM as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 481 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q4 2024, an estimated $17.4K.
  • Steward Partners Investment Advisory first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $17.4K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.